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Zscaler reaffirms Q1 FY27 revenue guidance of $935-939M and FY27 ARR of $4.40-4.43B at Investor Day
Zscaler, Inc.
- FY27 revenue guidance reaffirmed at $3.908-3.938B (16.6%-17.5% YoY growth); ARR $4.396-4.426B (16.6%-17.4% growth).
- Q1 FY27 guidance: revenue $935-939M (~19% YoY), non-GAAP operating income $215-217M, non-GAAP EPS $1.15-$1.16 on ~170M diluted shares.
- FY27 non-GAAP EPS $4.86-$4.90, non-GAAP income from operations $924-932M (~21% growth), free cash flow margin 23.0%-23.5%.
- CEO Jay Chaudhry cites the 'agentic AI era' and reiterates the long-term $10B ARR target; guidance first provided Sept. 3, 2026.
- Investor Day speakers include CFO Kevin Rubin, CPO Adam Geller, CRO Ross Tackett and EVP AI & Data Security Dhawal Sharma.